Tag: Manage
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Passing on wealth is easier than preparing heirs to manage it, Sun Life Asia study finds
Whether beneficiaries are ready to manage what they inherit is the biggest concern among those worried their wealth won’t survive, cited by 52%, ahead of market volatility (49%) and family conflict over assets (44%).70% worry their wealth won’t survive the next generation, even as documented plans h…
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Bird.com secures $450m financing as it launches communications infrastructure for AI agents
$450 million debt financing led by J.P. Morgan, Capital One and Citi comprises a $400 million term loan and $50 million revolving credit facility.Revamped Bird platform builds on giving AI agents access to the outer world in a regulated compliance-focused Agentic Harness to send messages, make calls…
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Relativity aiR now integrates with OpenAI through the Model Context Protocol
This integration connects Relativity aiR directly to ChatGPT Enterprise and enables users to stand up workspaces, organize case data and manage legal operationsCHICAGO, Sept. 17, 2026 /PRNewswire/ — Relativity, a legal data intelligence company, today announced that it has deepened its work with Op…
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AssetPlus Launches Portfolio Management Services to Help MFD Partners Grow and Retain High-Net-Worth Clients
AssetPlus is the first platform in India to give MFD partners daily portfolio updates for their PMS clients.CHENNAI, India, Sept. 3, 2026 /PRNewswire/ — AssetPlus, a fully digital wealth management platform designed for India’s Mutual Fund Distributors (MFDs), has launched Portfolio Management Serv…
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